When it’s time to plan for retirement, transfer your wealth to the next generation, or investigate your best options, you should ask tough questions.
We believe the answer is Bogart Wealth.

Financial Planning

Our financial planning services representatives take a highly customized approach to working with each client – taking the time to understand your complete financial picture, hearing about your opportunities and concerns and learning about your aspirations for yourself and your family.

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We Believe the answer is Bogart wealth

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Are their recommendations based purely on what’s best for you?

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Do they offer you insight, experience, available option – or just sell to you to serve their bottom line?

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Do giant financial firms really serve your interests?

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Ever question the loyalty of your advisors?

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Are their recommendations based purely on what’s best for you?

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Our independence means your interests are placed above all else.

We are required to act according to our fiduciary duty. As a fiduciary, we are held to the highest standards of conduct and have a duty to not only act in the best interests of our clients, but also to provide full and fair disclosure of all material facts to our clients and a duty to avoid misleading them. 


Are Your Dreams Unique?

Our family, now in its fourth decade of advising successful executives, entrepreneurs and families, understands that every situation is different. Our approach is to fully understand your dreams — not just your “risk profile” — and then to present you with the options that best serve you, unfettered by the restrictions and agendas of a big institution.


Take a look at the latest insights straight from our resource center. 

A wrapped present of stocks as gifts

Can You Give Stocks as a Gift? Everything You Need to Know

Arguably, the best gift is one that keeps on giving, right? From this perspective, stocks …

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Paper that says mutual funds on a piece of paper with highlighter
Investment Management

What to Know When Selling Your Position in a Mutual Fund

A mutual fund is an investment option that allows you and other investors to pool …

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health care_cares act

Health Care Spending Rules Under CARES Act

The amended rules under the Coronavirus Aid, Relief, and Economic Security (CARES) Act provide flexibility for health care spending related to the ongoing COVID-19 pandemic.

Read More →
Market DOW Paper edited scaled e1583419120367 | Bogart Wealth
Investment Management

The Shape of the Economy: Recession & Recovery

A common definition of a recession is two or more quarters of negative growth in gross domestic product (GDP), and it’s clear that the current situation will meet that test.

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Is Bogart right for me?

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